- Wellington (San Francisco, CA)
- …the Role** **The Position** The Client Group has an opening for a Relationship Analyst ( Analyst ) on the Americas Institutional team out of our San Francisco ... office. The Analyst will work closely with the team's Business Developers,...a broad range of responsibilities including collecting and analyzing prospect , client, competitor, and industry information, participating in client/… more
- Access Dubuque (Dubuque, IA)
- …Annual Fund , campaigns, and planned and major-gift fundraising. The Development Analyst is responsible for donor and prospect research together with ... Development Analyst **Wartburg Theological Seminary** 1 Positions ID: 45087...lists for interactive marketing appeals and projects. Research and Prospect Management (30%) + Support the work of gift… more
- Raymond James Financial, Inc. (Memphis, TN)
- …data to assist Financial Advisors in preparing responses to client or prospect requests. * Creates portfolio/equity snapshots, researches investments and provides ... fund reports upon request to clients. * Collects and...and/or 66 as required by state. * Certified Financial Analyst preferred. **Job:** Administrative & Support Services **Primary Location:**… more
- Harvard University (Cambridge, MA)
- 65745BRAuto req ID:65745BRJob Code:F0957P Financial Analyst III Department Office Location:USA - MA - Cambridge Business Title:Assistant Director, Gifts and Funds ... funds their philanthropy supports. Creates financial reports, gift reports, and fund expenditure briefings for donors and Harvard colleagues. Tracks new gifts… more
- University of Rochester (Rochester, NY)
- …key role in fundraising for these areas and will report regularly on annual fund , major gift, and stewardship activity. The Associate Director will manage a robust ... portfolio of high-level annual fund and major gift prospects. Extensive travel is required...solicitations for donors. (20%) + Effectively manage a major prospect solicitation pipeline. Initial work will likely involve a… more